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American Institute for Advanced Investment Management’s Invesco S&P 500 BuyWrite ETF PBP Stock Holding History

American Institute for Advanced Investment Management’s Portfolio PBP Stock Details PBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-11,525
Closed -$209K – 99
2020
Q2 		$209K Sell
11,525
-11,050
-49% -$195K 0.2% 88
2020
Q1 		$378K Buy
22,575
+4,685
+26% +$94.4K 0.41% 59
2019
Q4 		$385K Buy
+17,890
New +$394K 0.37% 61

Other funds holding PBP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
GBBWRPM
Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California $400M AUM 14.87% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
AP
Agilis Partners Waltham, Massachusetts $332M AUM 10.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

American Institute for Advanced Investment Management's PBP Position: Q3 2020 in Review

American Institute for Advanced Investment Management sold out of Invesco S&P 500 BuyWrite ETF (PBP) in Q3 2020, closing a stake of 11,525 shares — an estimated $209K sold.

American Institute for Advanced Investment Management first reported a position in PBP in Q4 2019 and held it in 3 quarters. The position peaked at $385K in Q4 2019. 65 funds tracked by Wall St. Rank hold PBP as of Q3 2020.

  • American Institute for Advanced Investment Management reported no remaining Invesco S&P 500 BuyWrite ETF position as of Q3 2020 after selling out during the quarter.
  • American Institute for Advanced Investment Management sold 11,525 Invesco S&P 500 BuyWrite ETF shares in Q3 2020, an estimated $209K.
  • American Institute for Advanced Investment Management first reported a position in Invesco S&P 500 BuyWrite ETF in Q4 2019 and held it in 3 quarters.
  • American Institute for Advanced Investment Management's Invesco S&P 500 BuyWrite ETF position peaked at $385K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held Invesco S&P 500 BuyWrite ETF as of Q3 2020.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2020, filed 7 Oct 2020.